Bill has more than 30 years of experience in the investment management industry, helping
financial advisors and their clients build and manage portfolios and strategies designed to
support long-term financial plans and goals.
Most recently, Bill served as Senior Regional Director at Ocean Park Asset Management, a
position he held beginning in December 2016. In this role, he worked with financial advisors
across Florida and North Carolina, supporting investment strategies and client solutions. Bill
helped advisors interpret market trends, evaluate investment opportunities, and implement
portfolio strategies designed to grow and protect client wealth. A key focus of his work has been
developing retirement income strategies to help support clients’ long-term financial plans.
Earlier in his career, Bill spent nearly 11 years as a Regional Vice President with New York Life
Investment Management, where he partnered closely with advisors to deliver investment
strategies and portfolio solutions for their clients. In this role, he focused heavily on protecting
client assets and helping build sustainable, long-term retirement income plans.
Bill began his career at Dreyfus, part of BNY Mellon, serving as an Internal Wholesaler from
1997 to 2005. In this role, he supported financial advisors with investment education, product
information, and portfolio strategy resources.
Originally from Tampa, Florida, Bill now spends much of his time in Raleigh, North Carolina,
while often returning to Florida to visit his two grown children, Ethan and Lauren. Outside of the
office, you will likely find him fishing offshore, in the kitchen cooking something new, or
spending time with family and friends.